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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,850 | $155,555-40.3% | $146,866-36.8% | $155,188-40.2% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.5%-45.0pp | 80.8%-43.3pp |
| Annual return | 13.53% | 115.41%-101.9pp | 102.85%-89.3pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,329 | $4,647-71.4% | $4,425-70.0% | $4,248-68.7% |
| Participant deferral / active EE | $3,095 | $8,044-61.5% | $7,759-60.1% | $6,531-52.6% |
| Admin fee / account holder | $1,744 | $14,755-88.2% | $13,620-87.2% | $14,480-88.0% |